Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$412K Hold
2025
Q1
$366K Sell
2024
Q4
$614K Hold
2024
Q3
$551K Buy
2024
Q2
$255K Sell
2024
Q1
$264K Sell
2023
Q4
$739K Sell
2023
Q3
$677K Sell
2023
Q2
$1.1M Sell
2023
Q1
$1.04M Buy
2022
Q4
$364K Sell
2022
Q3
$676K Buy
2021
Q4
Sell
2021
Q3
$298K Buy
2020
Q2
Sell
2020
Q1
$2.09M Buy
2019
Q4
$1.11M Buy
2019
Q3
$410K Buy